Investment

Simplicity and Vanguard Investment Funds: Follow Up

Simplicity and Vanguard Investment Funds: Follow Up Dr Robert Howell Introduction This article reports on discussions with Sam Stubbs, CEO of Simplicity, about the article Simplicity Fund and Vanguard Ethically Conscious International Shares Index Fund – Are They Ethical? and reflects on the processes of engagement and reporting for all funds.  That article assessed the …

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Wise Response Submission to the Infrastructure Commission of New Zealand

Wise Response has submitted on the Infrastructure Strategy to the Infrastructure Commission. The Submission is available as a PDF here. An excerpt is reproduced below: Worldview sets the context for this Strategy1.1. Our Society is heartened that key findings from “Our Aotearoa 2050” survey were “Our environment is the top priority when it comes to …

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Simplicity Fund and Vanguard Ethically Conscious International Shares Index Fund – Are They Ethical?

Dr Robert Howell Simplicity Fund and Vanguard Ethically Conscious International Shares Index Fund – Are They Ethical? Dr Robert Howell June 2021 1  Introduction Simplicity is a New Zealand non-profit fund manager owned by the Simplicity Charitable Trust.   Are the Simplicity Funds[1] ethical? Simplicity states that they invest with a conscience. They will not make …

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Pathfinder Ethical Funds: Are they Ethical? Lessons to be Learned by Dr Robert Howell

Dr Howell has reviewed the New Zealand funds manager Pathfinder. The full article is reproduced below and available as a PDF here. Pathfinder Ethical Funds: Are they Ethical? Lessons to be Learned Dr Robert Howell 1: Introduction Pathfinder is a fund manager based in New Zealand, promoting investment in high integrity, actively managed, carbon light …

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